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WD-40
WDFC

Overview Fund Activity

316 hedge funds and large institutions have $3.13B invested in WD-40 in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 84 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+29
Holders Change %
+10.1%
% of All Funds
5.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
55
Increased
84
Reduced
110
Closed
26
Calls
$14M
Puts
$8.88M
Net Calls
+$5.13M
Net Calls Change
+$15.6M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$269M
2
BlackRock
BlackRock
New York
$551M
3
Franklin Resources
Franklin Resources
California
$12.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$133M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$12.1M

Top Sellers

1
Man Group
Man Group
United Kingdom
$24.9M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$7.59M
4
Renaissance Technologies
Renaissance Technologies
New York
$112M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$62.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Washington Trust
Rhode Island
$80K – – –
CFFP
252
Center for Financial Planning
Michigan
$80K – – –
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$67K +$67K +253 New
Ohio Public Employees Retirement System (OPERS)
254
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$4.23K -16 -6%
AWM
255
Accel Wealth Management
Iowa
$55K +$55K +205 New
JFGIW
256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K – – –
RE
257
RBC Europe
United Kingdom
$49.2K – – –
RA
258
Rational Advisors
New York
$49K +$49K +186 New
SWA
259
Sutton Wealth Advisors
Florida
$46K – – –
HIA
260
Harbor Investment Advisory
Maryland
$40K – – –
APWM
261
Atlas Private Wealth Management
New York
$40K – – –
BCA
262
Berman Capital Advisors
Georgia
$39K – – –
AIC
263
Archer Investment Corporation
Indiana
$38.5K +$38.5K +145 New
PA
264
Parallel Advisors
California
$38K +$11K +41 +41%
IA
265
IFP Advisors
Florida
$29K – – –
TPCW
266
TD Private Client Wealth
New York
$28.4K – – –
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
MAWCM
268
Mine & Arao Wealth Creation & Management
California
$27K – – –
AWG
269
Altus Wealth Group
Colorado
$27K +$27K +100 New
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$26K +$15K +56 +137%
PWPS
271
Pinnacle Wealth Planning Services
Ohio
$25K +$25K +94 New
TIM
272
Tortoise Investment Management
New York
$23K – – –
LC
273
Lindbrook Capital
California
$19K -$268 -1 -1%
ONST
274
Old North State Trust
North Carolina
$19K – – –
MAM
275
Meeder Asset Management
Ohio
$19K +$264 +1 +1%
9 10
11
12 13